Financial Planning – Additional Active

Kim Benson, CFP®, CPA, CeFT®, helps executives link their financial decisions to their personal values and aspirations. She also helps help people navigate the financial side of life transitions, and thrives on providing them with clarity around major decisions — whether it’s within the corporate world, a career change, death of a loved one, or other significant life change, she helps them find a clear path forward to walk ahead in confidence.

Kim grew up in a beautiful small town in Northern Maine called St. Agatha. Because the French settled there in the 1800’s she speaks French as her first language. She holds a bachelor of science in business administration from Bryant University with a concentration in accounting. She says once she moved to San Diego, she had a hard time leaving. So, she met a fellow Red Sox fan here and married him.

After deciding to leave a successful career in corporate financial planning and analysis in 2015 she joined CCMI where she then became a partner in 2022. As an active member of the San Diego community, Kim is a LEAD graduate. She enjoys skiing, rowing, cooking and traveling with her husband.

Kim is grateful to Peg Eddy for introducing her to Rotary and to her other sponsors Mia Harenski and Larry Kuntz.